Long-term, value-oriented investment management for individuals, families, and institutions

  • Investment Philosophy (PDF)

    updated May 20, 2026

  • Founder Letter (PDF)

    updated May 20, 2026

  • Quarterly Letters (PDF)

    updated May 20, 2026

  • Research Writeup Examples (PDF)

    updated May 20, 2026

  • Predecessor Performance (PDF)

    updated May 20, 2026

  • New Client Onboarding Process (PDF)

    updated May 20, 2026